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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,253 | $93,346-36.5% | $71,796-17.5% | $273,972-78.4% |
| Participation rate | 62.5% | 76.5%-14.0pp | 69.1%-6.6pp | 83.0%-20.5pp |
| Annual return | -2.12% | 130.39%-132.5pp | 78.04%-80.2pp | 41.46%-43.6pp |
| Employer contribution / active EE | $2,661 | $2,733-2.6% | $1,924+38.3% | $4,869-45.3% |
| Participant deferral / active EE | $6,398 | $3,475+84.1% | $2,794+128.9% | $5,287+21.0% |
| Admin fee / account holder | $87,513 | $6,571+1231.9% | $4,815+1717.5% | $10,133+763.7% |